For healthcare sales reps, route new leads to marketplace inbox

Sales reps miss 'New Health Lead' emails, letting prospects go cold and missing outreach windows. This workflow forwards each health lead to the marketplace inbox so sales can begin outreach quickly.

Overview

Missed or delayed health leads cost pipeline momentum and let competitors win early interest. This workflow ensures every 'New Health Lead' email lands in the marketplace inbox and triggers CRM or notification actions so reps start outreach quickly, eliminating manual triage and reducing missed follow-ups.

Notable Features

Forward new health lead emails
Extract contact and message details
Flag duplicates before inbox delivery